Client Services Administrator

Pure Resourcing Solutions Limited; Essex; On-site; GBP 28,000 - 30,000; Full time

Job summary

A recruitment agency is seeking a Client Services Administrator in Essex for an established financial services business. The ideal candidate will manage office operations, serve as the main contact for clients, and require excellent organizational skills. The role includes diary management, producing reports, and handling client communications. Salary is between £28,000-30,000pa, with working hours from Monday to Friday 8:30am to 4:30pm. This position is contractual for 6 months, with potential for extension.

Qualifications

• Previous experience in a personal assistant or administrative role, ideally in financial services.

Responsibilities

• Ensuring smooth running of the office: stationary checks, managing incoming and outgoing post.
• Main point of contact for clients, both face to face and virtually.
• Diary management and arranging review meetings with clients.
• Producing annual client reports for meetings.
• Running Adviser's back-office system.

Skills

Ability to work under pressure

Adaptive learner

Meticulous attention to detail

Problem solver

Excellent Time Management

Very comfortable with numbers

Excellent telephone manner

Self-motivated

Job description

Client Services Administrator

Location: Ipswich Outskirts (A12 Corridor)

Contract: 6 month, potentially ongoing, January start

Salary: £28,000-30,000pa

Working Hours: Monday-Friday 8:30am-4:30pm

Pure are delighted to be recruiting a personal assistant administrator for an established financial services business. The ideal candidate would have previous experience in a similar environment. Please get in touch if you would like to discuss this further and find out more about the organisation.

Key Responsibilities

• Ensuring smooth running of the office example: stationary checks, managing incoming and outgoing post etc
• Pre-Submission Process
• Main point of contact for clients, both face to face and virtually on behalf of manager
• Diary Management
• Arranging Review Meetings with Prospect & Current Clients
• Producing Annual Client Reports for Meetings
• Running Adviser's back-office system
• Sending Letters of Authorities for Clients to the relevant providers and collating required information on plans and policies

Key Skills

• Ability to work under pressure
• Adaptive learner
• Meticulous attention to detail
• Problem solver
• Excellent Time Management
• Very comfortable with numbers
• Excellent telephone manner
• Self-motivated and able to work comfortably solely